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Innovator US Equity Power Buffer ETF January

44 hedge funds and large institutions have $134M invested in Innovator US Equity Power Buffer ETF January in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

240% more capital invested

Capital invested by funds: $39.5M → $134M (+$94.8M)

110% more funds holding

Funds holding: 2144 (+23)

20.04% more ownership

Funds ownership: 45.15%65.2% (+20%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
44
Holders Change
+23
Holders Change %
+109.52%
% of All Funds
0.97%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
29
Increased
6
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$20.8M +$22.8M +830,450 New
WP
2
WealthPLAN Partners
Nebraska
$17.6M +$16.9M +614,724 +1,453%
PCS
3
Personal CFO Solutions
New Jersey
$16.7M +$18.3M +667,974 New
Osaic Holdings
4
Osaic Holdings
Arizona
$13.1M +$14.3M +522,138 New
CA
5
Corrado Advisors
New Jersey
$12.6M +$13.8M +503,244 New
BCI
6
Brinker Capital Investments
Pennsylvania
$9.19M +$10.1M +366,700 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.82M +$6.33M +230,833 +560%
SIA
8
Soltis Investment Advisors
Utah
$4.68M +$5.13M +186,948 New
BMM
9
Berkshire Money Management
Massachusetts
$3.34M +$3.65M +133,141 New
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$3.04M +$22K +801 +0.7%
CAN
11
Cetera Advisor Networks
California
$3.01M -$236K -8,593 -7%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.37M +$2.09M +76,104 +408%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.26M +$2.47M +90,185 New
NF
14
Nikulski Financial
Iowa
$1.86M -$192K -7,000 -9%
SW
15
SlateStone Wealth
Florida
$1.83M +$2M +73,050 New
DP
16
Denver PWM
Colorado
$1.5M +$107K +3,902 +7%
IA
17
IFP Advisors
Florida
$1.5M +$1.61M +58,817 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.5M +$1.64M +59,645 New
AIA
19
Alera Investment Advisors
Illinois
$1.48M +$1.79M +65,312 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.43M -$1.25M -45,533 -44%
Jane Street
21
Jane Street
New York
$1.21M +$1.33M +48,362 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$929K +$1.02M +37,061 New
WCG
23
Weaver Consulting Group
California
$727K -$3.21M -117,091 -80%
LPL Financial
24
LPL Financial
California
$722K -$59.5K -2,168 -7%
SFSG
25
Stearns Financial Services Group
North Carolina
$584K +$639K +23,308 New

PJAN Hedge Fund Activity: Q1 2020 in Review

44 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF January (PJAN) for Q1 2020, worth a combined $134M — up 240% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PJAN positions and 4 closed out — a net gain of 25 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $22.8M. The largest seller was Weaver Consulting Group, cutting an estimated $3.21M.

  • 44 institutional investors held Innovator US Equity Power Buffer ETF January (PJAN) as of Q1 2020, up from 21 in Q4 2019.
  • Funds reported $134M of Innovator US Equity Power Buffer ETF January stock for Q1 2020, up 240% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF January positions in Q1 2020 and 4 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Power Buffer ETF January buyer in Q1 2020 was Citadel Advisors, an estimated $22.8M added.
  • The largest Innovator US Equity Power Buffer ETF January seller in Q1 2020 was Weaver Consulting Group, an estimated $3.21M sold.

Based on aggregated 13F filings for Q1 2020.